Investment Manager – Charities, Trusts, and Institutional Investors
1 week ago
**Job Summary:**
We are seeking an experienced Investment Manager to join our team at Cooper White Group, a leading wealth management firm. The successful candidate will have a proven track record of working with charities, trusts, and institutional investors.
**Key Responsibilities:**
- Develop and maintain strong relationships with existing clients, identifying opportunities to expand our services and increase revenue.
- Conduct business development activities to widen our network and promote the firm's services to potential clients.
- Construct and manage discretionary investment portfolios for clients, providing tailored investment solutions to meet their needs.
- Communicate complex investment strategies and portfolio changes to clients, ensuring they understand the rationale behind our recommendations.
- Contribute to the development of our investment strategy and direction, working closely with our senior management team.
**Requirements:**
- Minimum 3 years of experience in a client-facing wealth management or private banking role.
- Experience working with charities, trusts, or institutional investors is highly desirable.
- Proven track record of business development and relationship-building.
- Strong understanding of investment products, wealth management strategies, and financial markets.
**What We Offer:**
- Competitive basic salary and bonus structure.
- Comprehensive healthcare benefits package.
- Access to industry-leading technology and resources.
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London, Greater London, United Kingdom Cooper White Group Full time**Job Summary:**We are seeking an experienced Investment Manager to join our team at Cooper White Group, a leading wealth management firm. The successful candidate will have a proven track record of working with charities, trusts, and intermediaries, and will be responsible for generating new business and developing/maintaining existing client...
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London, Greater London, United Kingdom Cooper White Group Full time**Job Summary:**We are seeking an experienced Investment Manager to join our team at Cooper White Group, specializing in working with charities, trusts, and intermediaries. As a key member of our wealth management team, you will be responsible for generating new business, developing and maintaining existing client relationships, and providing investment...
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